Team & roles
Invite teammates and clients into a workspace with the right level of access.
Three roles
- Owner — everything. Billing, member invites, platform connections, deletions. Reserved for agency staff.
- Editor — creates and schedules content, manages comment triggers and partnerships, uploads media. The typical "account manager" or "content lead" role.
- Viewer — read-only. Clients who want to see what's being planned and track performance without being able to publish. Approvals are a Viewer capability.
Inviting
From Workspace settings → Members → Invite, paste an email, pick a role, send. The invitee gets a magic-link email; clicking lands them in the workspace with the role assigned.
Invites expire after 7 days. Re-send from the same screen if needed.
Per-member page visibility
Besides role gating, you can hide specific pages for individual members. Open a member row from Workspace settings and uncheck the pages they shouldn't see — common pattern is hiding Analytics and Comment triggers from client Viewers so they see only the approval surface.
Workspace-wide page hiding
If a workspace doesn't use Partnerships (or Comment triggers, or Brand), hide it workspace-wide from the same settings page. Hidden pages drop out of the sidebar and stop joining their related data onto post cards — the UI gets quieter the less you enable.